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Blog

Danielle Ives | Sep 20, 2021

Financial Resolutions: 6 Tips to keep you Accountable

Education
Finance
Investments
Savings
Family
After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are
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Danielle Ives | Sep 13, 2021

Charitable donations can mean big tax deduction—unless you donated to a fraud

Education
Tax Planning
Donations to charities are a win-win when it comes to filing taxes. You can feel good about helping a cause you care about as well as write off the donations to
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Child running on wooden bridge.
Danielle Ives | Sep 6, 2021

Beyond just an Allowance: How to Engage your Young Kids in Learning about Money from a Young Age

Education
Savings
Lifestyle
Family
Think back to those early days in life when it seemed like everything in the candy aisle was free if you begged your parents hard enough. Not a fleeting thought
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Kids sitting on a bench.
Danielle Ives | Aug 30, 2021

Everything you Need to Know About Buying a Life Insurance Policy

Education
Insurance
Family
If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to
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Row of houses.
Danielle Ives | Aug 23, 2021

Making Money in Real Estate: Pitfalls to Prepare For

Investments
Property
Real Estate
Ask anyone and even if they don’t know a thing about investing they’ll say, “oh, real estate is a great investment!” Well, it can be if you approach it in a
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Child running on wooden bridge.
Danielle Ives | Aug 16, 2021

Habits of a Savvy Saving Family

Education
Savings
Family
When people warn you that having kids is expensive, it’s no joke. From diapers to food, braces to sports activities the costs add up quick. For a middle-income
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Google home.
Danielle Ives | Aug 9, 2021

Investment to Watch: Smart Home Technology

Investments
The term “smart home” sounds like something out of a movie on Syfy or a place where intelligent people go to converge. Yet, the concept isn’t new by any means
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Married couple a bench staring at ocean.
Danielle Ives | Aug 2, 2021

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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Outdoor pool next to ocean.
Danielle Ives | Jul 26, 2021

How to Protect Your Finances While Traveling On Vacation

Education
Lifestyle
Family
Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning. However
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Danielle Ives | Jul 19, 2021

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Emergency exit door.
Danielle Ives | Jul 12, 2021

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Group of students studying.
Danielle Ives | Jul 5, 2021

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Danielle J. Ives

danielleives@formationfinancial.net

 

Therese O'Connell

toconnell@formationfinancial.net

 

Courtney Terry

courtneyterry@formationfinancial.net

 

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